Lereta, LLC 401(K) Plan — Form 5500 plan (Lereta, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lereta, LLC 401(K) Plan is a benefit plan reported by Lereta, LLC under EIN 27-0800873 and plan number 001. The latest loaded filing year is 2023. The filing reports 804 participants and $32,020,054 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lereta, LLC
- EIN
- 27-0800873
- Plan number
- 001
- Plan type
- 2
- Location
- Pomona, CA
- Latest filing year
- 2023
- Participants
- 804
- End-of-year plan assets
- $32,020,054
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 804 | H, C | 20240725175134NAL0008498467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,020,054
- Total liabilities (EOY)
- $7,669
- Net assets (EOY)
- $32,012,385
- Net assets (BOY)
- $26,052,890
Income & contributions
- Employer contributions
- $941,770
- Participant contributions
- $2,953,894
- Total contributions
- $5,063,567
- Total income / additions
- $9,280,194
Expenses & distributions
- Benefits paid
- $3,132,959
- Administrative expenses
- $187,740
- Total expenses
- $3,320,699
- Net increase / (decrease)
- $5,959,495
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $187,740 | $0 | 2023 |
| Actuarial Benefits Corp | CONSULTING | $0 | $26,655 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $20,000 | 2023 |
| Pension Assurance, Llp | ACCOUNTING (AUDIT) | $0 | $13,500 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lereta, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pomona, CA
- Principal Life Insurance Company — Schedule C compensation
- Actuarial Benefits Corp — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Pension Assurance, Llp — Schedule C compensation